+202.0%
IONQ vs SBUX
+11.6%
+190.5%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SBUX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +23.4% | -0.7% | +24.1% | +23.9% |
| 7D | +8.6% | +1.7% | +6.9% | +7.4% |
| 30D | -21.1% | +12.6% | -33.7% | -27.0% |
| 3M | -17.9% | +0.8% | -18.7% | -18.7% |
| 6M | -37.9% | +0.2% | -38.1% | -39.0% |
| YTD | -27.3% | +27.4% | -54.7% | -39.7% |
| 1Y | -43.2% | +31.5% | -74.7% | -54.4% |
| 3Y | +191.0% | +9.3% | +181.7% | +159.2% |
| 5Y | +69.3% | +1.5% | +67.8% | +37.9% |
| All | +202.0% | +11.6% | +190.5% | +119.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SBUX.
Daily Out/Under-Performance
Portfolio return minus SBUX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBUX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded SBUX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling